Position in PPL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$207,522
-$15,069 QoQ
Shares Held
5,709
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#746
of 1,038 holders
Holding Since
Sep 2021
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Intrua Financial, LLC holds $9,051,855 across 18 Utilities - Regulated Electric names. PPL ranks #18 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
8,518 | $994,646 | |
| 2 | ES |
Eversource Energy
|
11,982 | $865,939 | |
| 3 | NEE |
Nextera Energy Inc
|
9,668 | $848,560 | |
| 4 | EIX |
Edison International
|
8,853 | $659,105 | |
| 5 | EVRG |
Evergy, Inc.
|
7,193 | $621,690 | |
| 6 | DUK |
Duke Energy CORP
|
4,589 | $580,875 | |
| 7 | SO |
Southern Co
|
5,633 | $539,134 | |
| 8 | AEP |
American Electric Power Co Inc
|
3,834 | $524,529 |
All Filings in PPL
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,522 | 5,709 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $222,591 | 5,827 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $211,205 | 6,031 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $228,979 | 6,162 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $213,879 | 6,311 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $221,715 | 6,140 | Shares | Sole | 2025-05-28 | |
| 2024-09-30 | $235,331 | 7,114 | Shares | Sole | 2025-05-28 | |
| 2024-06-30 | $216,444 | 7,828 | Shares | Sole | 2025-05-28 | |
| 2024-03-31 | $248,706 | 9,034 | Shares | Sole | 2025-05-28 | |
| 2023-12-31 | $264,848 | 9,773 | Shares | Sole | 2025-05-28 | |
| 2023-09-30 | $223,843 | 9,501 | Shares | Sole | 2025-05-28 | |
| 2023-06-30 | $210,939 | 7,972 | Shares | Sole | 2025-02-13 | |
| 2022-06-30 | $265,928 | 9,802 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $309,961 | 10,853 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $956,990 | 31,836 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $875,655 | 31,408 | Shares | Sole | 2021-10-28 | |
| No filing history on record for this holder in this stock. | ||||||